Institute For Wealth Management, Llc. Vanguard Small Cap Value ETF Transaction History
Institute For Wealth Management, Llc.
- $788 Million
- Q4 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,432 shares of VBR stock, worth $1.02 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,432
Previous 5,510
1.42%
Holding current value
$1.02 Million
Previous $1.11 Million
2.71%
% of portfolio
0.14%
Previous 0.14%
Shares
27 transactions
Others Institutions Holding VBR
# of Institutions
1,709Shares Held
96.2MCall Options Held
56.1KPut Options Held
9.5K-
Bank Of America Corp Charlotte, NC18.5MShares$3.45 Billion0.31% of portfolio
-
Assetmark, Inc4MShares$749 Million2.18% of portfolio
-
Morgan Stanley New York, NY3.86MShares$722 Million0.05% of portfolio
-
Betterment LLC New York, NY3.55MShares$664 Million1.69% of portfolio
-
Jones Financial Companies Lllp2.4MShares$449 Million0.45% of portfolio